Automated management of mailing list subscriptions

Purpose

1.1. Automate the management of mailing list subscriptions for patient support associations, streamlining sign-up, confirmation, GDPR compliance, opt-in/out, segmenting, and personalized outreach.
1.2. Automatedly process intake from website, events, mobile apps, and third-party forms while syncing data to CRMs, advocacy platforms, and reporting tools.
1.3. Automating updates ensures members receive timely program, partnership, advocacy, and event notifications, boosting transparency and impact.

Trigger Conditions

2.1. New subscription form submitted on website or app.
2.2. Email or SMS opt-in keyword received.
2.3. Event registration feed triggers add/remove request.
2.4. Staff initiates manual or batch import/export via CSV or API.
2.5. Automated periodic GDPR compliance check determines status.
2.6. Contact unsubscribes via provided link or external platform.

Platform Variants

3.1. Mailchimp
• API v3.0: Automate member add/remove via POST/DELETE /lists/{list_id}/members.
3.2. SendGrid
• Marketing Campaigns Contacts API: Automates new subscriber creation with PUT /marketing/contacts.
3.3. Constant Contact
• Contacts Endpoint: Automate syncing with POST /contacts or DELETE /contacts for subscription management.
3.4. HubSpot
• Lists API: Automating contact add/remove with POST /contacts/v1/lists/{list_id}/add.
3.5. Salesforce Marketing Cloud
• REST API: Automate list update with POST /contacts/v1/contacts to manage mailing subscriptions.
3.6. ActiveCampaign
• Contacts API: Automator triggers POST /api/3/contacts for automated registration.
3.7. Twilio SendGrid
• Contacts API: PUT /v3/marketing/contacts for bulk or event-driven automation.
3.8. Google Sheets
• Sheets API: Automate append to subscription list with spreadsheets.values.append.
3.9. Microsoft Excel Online
• Graph API: Automate subscription tracking via PATCH /workbook/tables/{id}/rows.
3.10. Zoho Campaigns
• API: POST /contacts/add for programmatic automating opt-ins.
3.11. MailerLite
• Subscribers API: Automate subscription via POST /subscribers.
3.12. Klaviyo
• Lists & Segments API: Automates addition/removal with POST /v1/list/{LIST_ID}/members.
3.13. Brevo (ex. Sendinblue)
• Contacts API v3: Automate POST /contacts automation.
3.14. ConvertKit
• Subscribers API: Automator posts to /subscribers endpoint.
3.15. Slack
• Incoming Webhooks: Auto-notify teams of new automated subscribers.
3.16. Airtable
• REST API: Automate records create with POST /v0/{baseId}/{tableName}.
3.17. Notion
• API: Automates new subscriber page creation with POST /v1/pages.
3.18. Eventbrite
• Webhooks: Automating import with attendee.created event to auto-enroll in email lists.
3.19. WordPress
• REST API & WPForms: Automate form submissions mapped to mailing lists.
3.20. SurveyMonkey
• Webhooks & API: Automator captures survey opt-in, uses POST /v3/collectors/{collector_id}/responses/bulk.
3.21. Intercom
• Contacts API: Automate POST /contacts for opt-in and segmenting.
3.22. Jotform
• Webhooks: Automates relay of sign-ups to auto-enroll in lists.

Benefits

4.1. Automating subscription tasks eliminates manual errors and delayed outreach.
4.2. Automated confirmations guarantee GDPR and best-practice compliance.
4.3. Automatedly segment supporters for targeted advocacy and event communications.
4.4. Streamlined automated opt-out honors preferences and builds trust.
4.5. Automation enables faster partner collaboration via centralized, always-updated data.
4.6. Automator reduces staff time spent and increases member satisfaction through prompt communications.
4.7. Automatable audit trails provide transparency for grants and governance.